Richard Pzena's ELV Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 216,322 shares of Elevance Health, Inc. (ELV) worth $75.83 M, representing 0.23% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Richard Pzena has maintained a strategic position in ELV, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2021, adding 191,940 shares. Largest reduction occurred in Q1 2020, reducing 2,438 shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's Elevance Health (ELV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Elevance Health (ELV) Trades by Richard Pzena
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -387 | Reduce 0.18% | 216,322 | $350.55 |
| Q3 2025 | -567 | Reduce 0.26% | 216,709 | $323.12 |
| Q2 2025 | +16,296 | Add 8.11% | 217,276 | $388.96 |
| Q1 2025 | +6,983 | Add 3.60% | 200,980 | $434.96 |
| Q4 2024 | +1,629 | Add 0.85% | 193,997 | $368.90 |
| Q3 2024 | +113 | Add 0.06% | 192,368 | $520.00 |
| Q2 2024 | -964 | Reduce 0.50% | 192,255 | $541.86 |
| Q1 2024 | -331 | Reduce 0.17% | 193,219 | $518.54 |
| Q4 2023 | +722 | Add 0.37% | 193,550 | $471.56 |
| Q2 2023 | +965 | Add 0.50% | 192,828 | $444.29 |
| Q1 2023 | +163 | Add 0.09% | 191,863 | $459.81 |
| Q4 2022 | -292 | Reduce 0.15% | 191,700 | $512.97 |
| Q3 2022 | -380 | Reduce 0.20% | 191,992 | $454.24 |
| Q2 2022 | +1,626 | Add 0.85% | 192,372 | $482.58 |
| Q1 2022 | +260 | Add 0.14% | 190,746 | $491.22 |
| Q4 2021 | -1,454 | Reduce 0.76% | 190,486 | $463.54 |
| Q3 2021 | +191,940 | New Buy | 191,940 | $372.80 |
| Q1 2020 | -2,438 | Sold Out | 0 | $0.00 |
| Q3 2019 | +31 | Add 1.29% | 2,438 | $239.95 |
| Q2 2019 | -423 | Reduce 14.95% | 2,407 | $282.09 |
| Q1 2019 | +2,830 | New Buy | 2,830 | $286.93 |
Richard Pzena's Elevance Health Investment FAQs
Richard Pzena first purchased Elevance Health, Inc. (ELV) in Q1 2019, acquiring 2,830 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held Elevance Health, Inc. (ELV) for 23 quarters since Q1 2019.
Richard Pzena's largest addition to Elevance Health, Inc. (ELV) was in Q3 2021, adding 191,940 shares worth $71.56 M.
According to the latest 13F filing for Q4 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 216,322 shares of Elevance Health, Inc. (ELV), valued at approximately $75.83 M.
As of the Q4 2025 filing, Elevance Health, Inc. (ELV) represents approximately 0.23% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in Elevance Health, Inc. (ELV) was 217,276 shares, as reported at the end of Q2 2025.